As of noon, from the overall point of view, the three major indexes collectively opened higher in the morning, and then showed a downward trend of rebounding, with more than 3,500 ** floating red, with a half-day turnover of 506.2 billion yuan, and a net inflow of northbound funds of 156.5 billion.
A shares seem to be a little weakened, just like climbing a mountain to the top of the mountain to feel heavy, near 3000 points, there are indeed a lot of investors before the ** in, so when the index is close to this threshold, those who want to make money and the previous ** investors will want to make a move, resulting in a certain pressure on the market.
However, in the medium term, the market still maintains an upward trend, although there may be some volatility in the short term, but overall, ** should still be in an upward channel. If it is stronger, it may be sideways here for a while, and if it is slightly weaker, it may be slightly ** around 100 points. But as long as the volume of trading in the market can remain stable, I don't think it's a big problem. In terms of operation strategy, now it is recommended to only buy low and not chase up, my personal words are more cautious, these two days also did t, take profit before the first chips, after all, investment is not gambling, stability is the most important.
When it comes to future expectations, I personally feel that the **target of this **disk is about 3200 points, of course, this is just my personal opinion, the investment market is always ever-changing, and no one can guarantee that their ** will be accurate.
From the plate, coal, cloud computing, artificial intelligenceSectors led the rally today；Medical equipment, banks, liquorSectors led the decline today.
From a financial point of view, household appliances, anime games, steelNet inflow of main forces；High-end manufacturing, big technology, InternetNet outflow of main forces.
Looking at it exponentially, CSI Data, Cloud Computing, Artificial IntelligenceThe daily gains were among the highest；Real estate equal rights, medical equipment, Chinese liquorThe daily gains were the least.
Let's take the SSE Composite Index as an example:
Weekly chart (weekly update):5 weeks**Death fork 10 weeks**; The MACD indicator is dead, the green column is shortened, and the indicator line is running below the 0 axis; The golden cross of the KDJ indicator spreads upward, and the J value peaks; The Boll channel opening spreads, and the stock index runs near the lower band.
Analysis:In the medium term, the index is still suppressed by the downward 10 weeks, and the lowest point has also hit a new low in the near future, it seems that the upper 5 weeks and 10 weeks ** are still under great pressure, and it may be necessary to see the breakthrough of these two **, in order to show that the market will really have a decent **, otherwise even if **, it is also **repaired, and there is no trend change for the medium line.
Daily chart (daily update):5th**Golden Fork 10th, 20th**; The MACD indicator is a golden cross, the red column is expanding, and the indicator line is running below the 0 axis; The golden cross of the KDJ indicator spreads upward, and the J value peaks; The Boll channel opening spreads, and the stock index runs near the upper band.
Analysis:In the short term, the index is stronger than I expected, directly breaking through the suppression of the 30th **, and only 60 days of suppression are left above, from the perspective of space, it should be near 3000 points before it will encounter rising resistance again, and if you look down, you should also pay attention to the support of the 5th ** in the short term, and if it does not fall below the 5th **, the index may rush to the upward pressure level.
The scale of the ETF has expanded against the market, and the total market value will reach 205 trillion yuan, of which the market value of equity ETFs reached 173 trillion yuan, a record high. （etf）
According to channel feedback, during the Spring Festival, the overall dynamic sales of the liquor industry achieved a large-single-digit growth, exceeding market expectations. (Liquor).
The Ministry of Industry and Information Technology said that by 2025, a standard system for carbon peaking and carbon neutrality in the industrial sector will be initially established. (Carbon Neutral).
The Nikkei 225 index broke through 39,000 points, hitting a new all-time high. (Nikkei).
Shanghai Composite Index: P/E ratio of 1280, undervaluation;
Shenzhen Stock Exchange Component Index: P/E ratio 1966, undervaluation;
GEM refers to: P/E ratio 2570, underestimated;
Science and Technology Innovation 50: P/E ratio 4196, undervaluation;
CSI 300: P/E ratio of 1143, undervaluation;
SSE 50: P/E ratio of 1006, normal valuation;
CSI 500: P/E ratio of 2085, undervaluation.
Artificial intelligence: Recently, the field of artificial intelligence has been really surging, first Open AI launched a SORA model that can directly generate 60 seconds**, and then Google also released Gemini 1, which can process large amounts of information at the same time5 models, these new technologies are really eye-catching, and I feel that the development speed of artificial intelligence is really getting faster and faster. At the same time, judging from domestic news, the State-owned Assets Supervision and Administration Commission held a special promotion meeting on artificial intelligence of central enterprises, requiring the promotion of the development of artificial intelligence by central enterprises.
As ordinary investors, we definitely want to get a piece of the pie, but before investing, we have to analyze and analyze it well. These complex Wensheng models and multimodal training will undoubtedly increase the demand for computing infrastructure, which is a great benefit to the related industry chain. However, we must also see that these technologies are still mainly in the hands of foreign giants, and there is still a certain gap in the level of domestic development.
As Zhou Hongyi said, the development of artificial intelligence in China, although some companies claim to be close to GPT-35 levels, but actually with 4There is still a big gap compared to 0. Therefore, I think that we can not be blindly optimistic, nor can we blindly chase hot spots and invest in the domestic market because of the outbreak of foreign technology, we still have to combine the domestic industry situation, rational analysis, and find out the real potential investment direction.
So, as ordinary investors, how should we grasp the investment opportunities in the artificial intelligence sector? I think, first of all, we can focus on companies that have a clear advantage in computing infrastructure, because as AI technology continues to develop, the demand for computing power will only increase. Secondly, we can pay attention to those companies that have made innovative breakthroughs in the field of artificial intelligence applications, such as intelligent driving, smart home, etc., which have great development potential.
Daily review
Disclaimer: The content of the article is a record and self-retention of the author's personal subjective trading ideas, and the analysis of the indices and ** involved does not constitute any investment and application advice.